SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

WT Wealth Management's Holding History (CIK: 0001780507)

Note: Option positions (PUT/CALL) are excluded.

Q4 2024
Shares 74,239 Value ($000) $2,028 Avg Close — Range —
Q3 2024
Shares 74,709 Value ($000) $2,152 Avg Close — Range —
Q2 2024
Shares 25,432 Value ($000) $1,999 Avg Close — Range —
Q1 2024
Shares 18,278 Value ($000) $1,474 Avg Close — Range —
Q4 2023
Shares 18,030 Value ($000) $1,373 Avg Close — Range —
Q3 2023
Shares 17,980 Value ($000) $1,272 Avg Close — Range —
Q2 2023
Shares 24,613 Value ($000) $1,787 Avg Close — Range —
Q1 2023
Shares 44,338 Value ($000) $3,244 Avg Close — Range —
Q4 2022
Shares 43,499 Value ($000) $3,286 Avg Close — Range —
Q3 2022
Shares 14,006 Value ($000) $930 Avg Close — Range —
Q4 2021
Shares 2,526 Value ($000) $204 Avg Close — Range —
Q2 2020
Shares 8,117 Value ($000) $420 Avg Close — Range —
Q1 2020
Shares 11,042 Value ($000) $496 Avg Close — Range —
Q4 2019
Shares 13,507 Value ($000) $782 Avg Close — Range —
Q3 2019
Shares 14,010 Value ($000) $767 Avg Close — Range —